Member Info for tonyj

First off, woolley, shrek could not fly and where were his reindeer.
All, I think that there is a long way to go in India regarding 'notspot' and if all goes well that could be the percentage that JC was looking for.
There is a good chance in UK that it will be 20% notspots and if meters are going in on a customer first come first served then basis, which i think it is, the numbers should soon rise quickly. I think that it is generally overlooked that the UK rollout is massive and to get 20% say 10m. would certainly make CC.

A good question Vas.. I would have thought their 'notspots' was as high as UK but I seem to remember somebody saying they did not have this problem. I wonder who.
With UK we know that the money is there so it is a matter of numbers going in and how quickly.

ITT, as you like the product CC has but not the management perhaps you should go head to head with JC.
You and Colour, who knows you may get some answers.
He may brighten your view. Go to Cambridge and find out for all of us.

Once again simple question and no answer.
I am taking it that you think CC is ok and will progress in market and it is just the management that needs a shake up.
In that case the SP should be rising if all these negatives are just management related and product and contracts that we have are sound. So what would you like to see from this management. I am sure they will watching your reply. After all no matter where their shares came from, salaries etc they still have money tied up in CC which other companies do not have.

Has anybody got a Q1 update on SMETS2 installations, from the ground I understand they going in rapidly and Utilities are trying to keep up with date of customer request and installation times as per Government requirements.
Should mean conversions reach the millions shortly as long as supplies are maintained by meter manufacturers.

Hello ITT. You sound like a journalist splitting statements (see 08:28) which are directed at you to deflect what you have actually said 'that CC is good to go'. Most of us know that, it's just and your bunch who keep fighting it.
So are you saying the company is good to go and you are just finding fault with the management.
Answer on a postcard please, yes or no would suffice.
I am trying somebody else's tactics there.

Not quite with that ITT are you suggesting that stedon should challenge the management.

Morning ITT. ironically if you are correct then you are saying the company is good to go and it is the management who are guilty of manipulation.
We know what is in the wind with UK, India etc and that outgoings are about £560k pm and rapidly reducing over 2019 and R&D on existing products 99% done. The market can see the situation so heavy buying will now set us on the right course if the dealers do not depress SP.

ITT, I think we shall outcome of this TU mid-week. Somebody was bleating on SMS a short while ago, the company talks the talk but their shares dropped along with most markets.
I think CC was forced to make this early TU by the likes of you. It was reassuring so rose a bit but had no figures which you are all crying out for, that appears to be coming in May. If JC had not made it you and co would have been whining the company is keeping quiet so must be hiding something. Don't the SP was falling.
You know the ups and downs of Smart, its not will the customer buy it but will the Government buy it, approve it, put obstacles in the way for political reasons. Even UK put so many conditions down that it has taken 10 years.
So use your common sense, by now you know it does not happen over night but this is the best its going to get and is very likely to take off big time. With a bit of luck we will not get taken out.

Greengrass.. I think there will be more to come this afternoon.
Thinking of the UK rollout if there are 53m meters. 10-14m were SMETS1 but I bet none of them were placed in our 'notspots' areas, I remember hearing that in places where they could not get a signal (highrise etc) they simply abandoned and moved on. That being so the 10%, possibly 20% of meters remain. That could mean 10m meters for CC to deal with. That is massive by any measurement and even that 20% could be the largest in the world.
Look forward to May figures.

SP closing up, good sign. Must be trying to pull sellers.

Well Greengrass, I see it climbing back to 12 for a start. I had my eye on Mysore from the beginning and that worked out well. Now I ardently (pun) am watching BI, hopefully they may have already started production but to build a whole new plant for us shows a lot of interest.

Hello Overfiend.. You sound a little down hearted, I would get back in if I were you. Nothing wrong with aspirations. ARM were not big when I held them and Intel Inside only developed over years.
There is nothing wrong with my assertions for the future. CC has established itself in Smart and with BI wanting to say that they have CC hard/software then I see a future for 'CC Inside'.
Nothing happens overnight and it took ARM about 20 years.
I suspect that I am a little older than you,LOL.

Morning Vas.. 2035 seems a long way off but that does not really affect CC. We have been all through our proving stages with India, UK and Europe so there is enough opportunity already active to make CC successful. BI should overcome any immediate problems with Middle East market. I think JC has played a blinder there, to my mind it is like throwing grass seed onto a new lawn area, most will grow and some will not. If CC can repeat that operation of embedding into main manufacturers meters all round the world, done alright up to yet, then it will be equivalent to Intel and just sitting there waiting. There must be problems in all different locations where comms is suddenly found not to work and if CC is in there as last resort they will be used. I could not write a better script.

Back to Strong Buy, now that is logical.
Arden gives CC a good airing in its quarterly publication.
Definitely time to smell the coffee.

This report is brief as has probably been brought forward by JC. In a few words it tells us, without numbers, that it believes CC has sufficient funds for rest of year. To me that is a cautious way of saying we have got sufficient funds. So there we have it. Even mentions BREAKEVEN. Trading up, 2019 good, Q1 good, meets market expectations.
Without numbers it is actually saying we are on the way.

Hello jake re 16:54, that was my attempt at supporting you regarding censuring. It will not happen again.

jake, I don't reckon so. You may be annoying but no more. Send it again.

Seawolf, you are not thinking this out. Unless you know the Indian market, which I do not, then take what is told to you. India does want the best at the cheapest, which CC is hopefully providing. We heard all about their putting dumb meters into villages because they did not worry but suddenly plans are ahead for 'Smart' in near future.
With UK HB told us they were small fry because we did not have the contract and saw India as massive. UK has large numbers going in although our bit is small but still good earnings.
Not long now.

jake, over the years I have seen companies higher than AIM dragged into 'shells' then stripped then taken over, made good and then resold. II was around in the days of Jim Slater.
CC has a good product which with a bit a luck this year, it does not need too much, is on its way. Just may be we have a headache looming because of our financial position. I go along with imperials view that the 2019 is the turning point, once we know the asset situation, income and possible new contracts, I think we will know where we are going.
Regardless of SP my position remains the same. There is money in the bank, income is arriving, new ideas (BI) are being put forward. If JC is right and small PI's count then we need to stick together against ANY form of buy out.